ANET · 8-K · 20261103PR000252
Guidance and Outlook
Arista Networks, Inc. · 2026-11-03 · Importance 81 · Surprise 68 · No source text
For the fourth quarter of 2026, Arista expects revenue of $3.9 billion to $4.0 billion. Management forecasts non-GAAP operating margin of 48% to 49% and non-GAAP diluted net income per share of $1.26 to $1.30. The company notes that its non-GAAP guidance excludes items including stock-based compensation, intangible asset amortization, and certain tax effects.
Key facts
- For Q4 2026, Arista expected revenue of $3.9 billion to $4.0 billion. source
- For Q4 2026, Arista expected non-GAAP diluted net income per share of $1.26 to $1.30. source
- For Q4 2026, Arista expected non-GAAP operating margin of 48% to 49%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +8.1% | For Q4 2026, Arista expected revenue of $3.9 billion to $4.0 billion. |
| margin | negative | committed | -0.5% | For Q4 2026, Arista expected non-GAAP operating margin of 48% to 49%. |